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Spring Clean Your Sales Process

Posted By AIMS Society, Friday, April 13, 2018

Spring Clean Your Sales Process

Spring cleaning. We do it in our homes, so why not do it at the office?

Taking the time to declutter and dust off some things in your professional life will give you a breath of fresh air. But we're not just talking about tidying your desk. When it comes to sales and marketing, we suggest you perform a mini-audit and evaluate procedures.

Take a fresh look at your personal sales performance and ask yourself what's working and what isn't. Look at where leads are coming from, conversion rates and customer demographics. If you don't already have a platform to track sales data, go ahead and start one now for reference throughout the year.

If you're in a management position, look at your lineup. Consider the strengths of each sales member. Should you reconfigure to make smarter plays? If someone is better with new customers but struggles when it comes to retention, place then at the forefront of the customer journey. Have a one-on-one with every member of the team to see how they're doing. It will likely prompt them to evaluate their own performances and potentially make some changes too.

Next, look at your sales process. How can you declutter and streamline your method? Can some steps in the process be re-tooled or daresay eliminated? How are your marketing materials — outdated or ineffective? Your entire process should be flexible to each client's needs, but also effective to your daily workflow.

Consider the bigger picture, too. How does your sales process relate to your company's actual operations? What about the insurance industry as a whole? Throughout this process, take the time to learn from your customers. Get feedback on how you're doing or things they'd like to see changed. Do they want more or less communication? Fewer phone calls and more emails? How can you adjust your sales process to meet their wants and needs?

Spring-cleaning is also a great time to reevaluate your goals. If you made new year's goals, where are you on the path to meeting them? Go ahead and revise them or set some new ones. Determine tangible ways you can get there, whether it's new clients to talk to, networking events to attend or a new marketing strategy to launch.

You'll thank yourself for taking an afternoon to check in. You'll eliminate unnecessary procedures, avoid making mistakes, sharpen your sales pitch and simplify procedures.

Tags:  AIMS Society  efficiency  insurance marketing and sales  productivity  self-improvement  time management 

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